Client Tax Analyst

1 month ago


Mumbai, India JPMorgan Chase & Co. Full time

As a Client Tax Documentation Operations Specialist, you will be responsible for creating; maintaining client and tax reference data and ensuring data quality standards are met in various systems. In addition, you will assist with a specific remediation project satisfying requirements set forth by the IRS (Internal Revenue Service).

The Client Tax Documentation Operation team is part of the Client Tax Utility organization under Corporate & Investment Bank. Client Tax Documentation Operations are global functions across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, KYC, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.

Analyze, review and validate moderate to complex tax forms (W9 and W8-BEN, W8-BEN-E, W8-IMY, W8-EXP, W8-ECI and CRS Forms) Accurately process requests for customer’s tax profile on various client systems Modify customer information based on daily maintenance requests (address, tax identification number) Verify that corrections and modifications in data are fed to various systems Monitor failure queues, mailboxes and databases to ensure all items are cleared in a timely manner Maintain procedure documents and help facilitate control-centric environment Strong client focus and relationship-building skills across lines of business and levels Bachelor’s degree or minimum 1 year work experience Ability to work in a fast paced and results oriented environment Willing to work a flexible schedule to accommodate business needs Proficiency with MS Office applications (Word, Excel, Power Point) Takes initiative, can work with minimal supervision Excellent multitasking, prioritizing skills, relationship building, strong analytical, data management, problem solving and stakeholder management skills Attention to detail and ability to work independently

Preferred qualifications, capabilities and skills 

Knowledge of Investment Bank businesses would be an advantage Knowledge of US and non-US Regulations (including Tax) would be an advantage
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